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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,152 | $86,938+16.4% | $102,423-1.2% | $80,925+25.0% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.7%+20.6pp |
| Annual return | 16.58% | 18.89%-2.3pp | 29.42%-12.8pp | 35.65%-19.1pp |
| Employer contribution / active EE | $3,721 | $2,369+57.0% | $3,023+23.1% | $2,756+35.0% |
| Participant deferral / active EE | $8,289 | $4,120+101.2% | $5,054+64.0% | $4,299+92.8% |
| Admin fee / account holder | $887 | $8,053-89.0% | $9,455-90.6% | $6,940-87.2% |